Matthew Nadeau is a registered investment advisor, based in Winston-Salem, NC, with 14 years of industry experience.
Location
110 S Stratford Rd, Winston-Salem, NC, 27104
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
January 2021 - February 2021 · 1 mo
Bb&t Securities, LLCBroker
January 2021 - February 2021 · 1 mo
First Citizens Investor Services, INC.
October 2020 - January 2021 · 3 mos
First Citizens Investor Services, INC.Broker
October 2020 - January 2021 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - October 2020 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - October 2020 · 6 yrs 1 mo
Lincoln Financial Distributors, INC.Broker
June 2014 - September 2014 · 3 mos
Wells Fargo Advisors, LLC
October 2013 - June 2014 · 8 mos
Wells Fargo Advisors, LLCBroker
October 2013 - June 2014 · 8 mos
Wells Fargo Advisors, LLCBroker
June 2007 - January 2010 · 2 yrs 7 mos
State Registrations2 states
FLNC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.